Posts by Eric Grossmann
Company Payments
Payments can be applied to either a company itself or an existing transaction. It is recommended by HA that you first create a transaction to apply payments to. To apply a payment to a company, click on the Add Company Transaction Payments button, as pointed out in the figure below. To add a payment to…
Read MorePosition Report – Prospective Candidates
The report automatically adds candidates once they’ve been presented to the client, however, there may be instance where you want to show some additional activity on potential candidates that you have not completely screened yet or you’re waiting on a resume from. No matter the reason, these candidates must be manually added to the report.…
Read MorePosition Report Overview
The position report provides an easy way to see the candidates associated with the position and where they’re at in the process. The report table is broken down into 5 categories: Active Interviews, Prospective, Presented, On Hold and Passed. Candidates are automatically added to the report table when they’re submitted to the client. If the…
Read MoreAdding a Retainer on a Position
Retainers can be recorded directly to the position it should be applied to. To do this, find the position in the list of positions and click on the job title to open it. At the top there is an Add Retainer/Engagement Fee button, as pointed out in the figure below. The Add Retainer modal only…
Read MoreAdding User Goals
This KB article will outline the process of adding user goals. The process for users with no previous data in HA works a bit differently than for current HA users who have historical data to work from. Setting Goals for a New User For new users, there are a few options for getting started. You…
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